Advanced Topics

Using Demographics in netFORUM Pro

Setting Demographics to Required

Setting a Demographic Order

Using Ethnicity as a Demographic

Creating Custom Demographic Data Fields

Individual Demographics

Navigating to the Individual Demographics Setup window

Enabling Baseline Demographic Data Fields for Individuals

Adding Demographic Information for an Individual

Finding Individuals Using Demographics

Adding an Individual's Chapter or Affiliate Information

Organization Demographics

Navigating to the Organization Demographics Setup Form

Enabling Baseline Demographic Data Fields for Organizations

Adding an Organization's Demographic Information

Finding Organizations Using Demographics

Setting Up Chapter Demographic Data Fields for Organizations

Adding an Organization's Chapter or Affiliate Information

Event Demographics

Enabling Baseline Demographic Data Fields for Event Registrants

Adding Event Registrant Demographic Information

Copying Event Registrant Demographic Setup from One Event to Another

Merchandise Demographics

Navigating to the Merchandise Information Profile

Enabling Custom Demographic Data Fields for Merchandise

Adding Merchandise Demographic Information

Exhibits Demographics

Enabling Custom Demographic Data Fields for Exhibit Shows

Adding Exhibit Demographic Information

Awards Demographics

Enabling Custom Demographic Data Fields for Award Entrants

Adding Award Demographic Information

Membership Demographics

Enabling Custom Demographic Data Fields for Memberships

Design Demographics

Designing Custom Forms for Demographics

Adding and Deleting Fields on Custom Forms

Moving and Aligning Fields on Custom Forms

Adding Text and Labels on Custom Forms

Controlling Tab Order and Field Size on Custom Forms

Uploading and Referencing Documents in netFORUM

Linking to an Uploaded Document on eWeb

Linking to an Uploaded Document in eMarketing Templates

Calculated Dues Rates

Calculated Dues and Demographics

Creating a Default Dues Rate for Calculated Dues

Setting Up Dues Rates Parameters for Calculated Dues

Dues Rate Profile Settings when Using Calculated Dues

Setting Up Dues Rates for each Customer Type when Using Calculated Dues

Purchasing Memberships with Calculated Dues in the Online Store

Using Calculated Dues with Step and Increments

Using Formulas with Calculated Dues

Applying Additional Conditions with Calculated Dues

Partner Integrations

Using Informz for eMarketing

Using Constant Contact for eMarketing

Using Expo Logic for Event Registrations

Creating Event Badges

Defining and Exporting Badge Data

Using netFORUM Pro Data in Microsoft Word Mail Merge

Designing Interactive Reports

Accessing the Dataset Designer

Creating a Dataset

Creating a List Report

Creating a Chart Report

Selecting More Columns

Default Columns

Editing a Column

Grouping Columns

Adding Aggregate Functions

Chart Report Type Options

Additional Dataset Formatting Options

Running the Dataset Report

Saving the Dataset

Opening a Saved Dataset

Editing a Saved Dataset

Creating Custom Queries

Understanding the Difference Between Reports and Queries

Planning a Custom Query

Accessing the Custom Query Tool

Step 1 - Add Columns to Filter Criteria

Step 2 - Add Columns to Sort Order

Step 3 - Add Columns to Results List

Naming and Saving Custom Queries

Working with Quickbooks

Exporting a Batch File to Quickbooks

Real Estate Associations

Upgrading to Real Estate Associations

Demographics for Real Estate Associations

MLS Demographics

MLS/Lockbox FTP Data Process

CRM Set-up for Vertical Demographics

Individual Profile Customization

Data Management for Realtors

Data Transfer Overview

Realtor Designations

Education Credits

Viewing Education Credits

Refresh Customer Data Icon

NRDS Transfer Status Child Form

Realtor Lookup/Transfer

Accounting Set-Up for Real Estate Associations

Setting Up Realtors Electronic Commerce as a Payment Processor

Setting Up Telecheck as Payment Method

Using Mail My Check as a Payment Method

Setting Up Banks for Multi-Cash Accounts

Setting up Charge Codes for Automatic Dues Distribution

Setting Up Products for Ecommerce Distribution

QuickBooks for Realtors

Memberships and Subscriptions

Supplemental Memberships

Membership Status Updates

Recurring Membership Renewals

Viewing Additional Details for Memberships on eWeb My Transactions

Promoting a Subscription

Subscription and Subscription Status Price

Data Import Wizard for Realtors

Importing Historical Data

Shopping

Force Users to Pay for Open Orders

Corporate Card Flag

Membership Details on Order

Donation Details Visible on Dues Orders

Reports and Queries for Real Estate Associations

Reports for Real Estate Associations

MLS Office Export Report

Queries for Real Estate Associations

Security Group Setup

Getting Started

Security Group Overview

Security Group Features and Functionality

Managing Report and Query Access

Advanced Features and Functionality

Use Cases

Frequently Asked Questions